About

We are a California-based wealth management firm with more than 30 years in the business
and $1 billion in total client assets spanning 1,100 households.

Why Viewpoint

The people of today are occupied.

Advances in technology have accelerated the speed of life, bringing us more choices and opportunities than we had before. Every day, life grows quicker and our reach grows broader.
 

In this moving, changing form that life now assumes, how can there be a space to attend to something so intricate and time-consuming as your finances?
 

Finance is an industry not known for its technological efficiency. Operational efficiency is a struggle for most advisors, but at Viewpoint, we embrace it. While others make the whole process of managing your wealth more complicated than it needs to be, we at Viewpoint are always striving to make things simpler.
 

This is what distinguishes how clients experience us.

We have structured the way we work with clients to serve them on their time. Our highly sophisticated technology works in the background so that our team can meet you where you are in life with a service that is highly personalized, nimble, and uncomplicated.